AO World, wealth managers & Castings: The Companies and Markets Show

This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model portfolio market. But its older rival, Rathbones (RAT), ran into trouble this week when it announced it would temporarily stop accepting investments from some higher-risk clients following a review by the regulator. Chris Akers is with us to shed some light on both situations.

After that we look at online retailer AO World (AO.), which continues to make a better fist than it once did of operating in an environment of shaky consumer confidence. Erin Withey will talk about the company’s growth strategy and its plans to return money to shareholders.

Lastly we turn to Castings (CGS), the 190-year old foundry operator that sells into the HGV market. Mark Robinson is here to analyse its recent results and to consider whether this is a turnaround situation.

Timestamps

00:00 Intro

01:03 Wealth Managers

09:47 AO World

20:22 Castings

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